Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,103 | $156,963-96.7% | $121,204-95.8% | $139,466-96.3% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,430 | $5,544-74.2% | $4,170-65.7% | $4,754-69.9% |
| Participant deferral / active EE | $2,454 | $4,848-49.4% | $4,083-39.9% | $6,712-63.4% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |